Category Archives: Investments

Advice and posts on Investments

The Pain and Pleasure of Diversification

Smarter Investing

Could’ve, would’ve, should’ve! It is human nature to look at an investment that has done particularly well and wish you had been invested in it. We all risk being dragged into ‘if only’ mind games: ‘If only I had put a £10,000 into Amazon in 2003, I’d be retired by now’ ¹. ‘If only I […]

Getting to the Point of a Point

The news often reports that the stock market has risen or fallen by a certain number of “points.” These types of headlines may make little sense to some investors, given that a point for an index and what it means to an individual’s portfolio may be unclear. The potential for misunderstanding also exists among even […]

A ‘set-and-forget’ investment approach? Forget it!

No financial portfolio is an island.

Systematic, evidence-based investing often results in very little activity in a portfolio. It is wrong to think that this is the result of a ‘set-and-forget’ strategy. Wealthflow’s Investment Committee would be aggrieved at such a suggestion! Considerable effort goes on behind the scenes to allow this state of calm consistency to exist. The fortitude and […]

Déjà Vu All Over Again

Sticking With Your Goal

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the years, these approaches have sought to capitalise on developments such as the perceived relative strength of particular geographic regions, technological changes in the economy, or the popularity of different […]

Markets do go down as well as up

Markets fell in 2018 – but keep this in perspective 2018 may have been a disappointing year for equities, but it shouldn’t have been a surprise December 2018 dished up a rather distasteful present for the holiday period. Many lines were written in the broadsheets about the global equity market falls, but were they really […]